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PRINCIPAL SECURITIES, INC.13F | |
PRINCIPAL SECURITIES, INC. | |
Last update 2025-04-30 | 3552 Stocks (14 new) |
Value $4.47 Bil | Turnover 0 % |
PRINCIPAL SECURITIES, INC. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
USMC | Principal U.S. Mega-Cap ETF | 4,368,167 | 262,221.1 | +0.03% | 5.870 | 0% | 9.600 | +17.28% | +4.87% | 3,279.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,052,405 | 101,978.0 | +0.90% | 2.280 | +0.02% | 0.080 | +0.06% | +1.06% | 127,744.7 | ||
PSC |
Principal U.S. Small-Cap Multi-Factor ETF
Principal U.S. Small-Cap Multi-Factor ETF
| 1,698,988 | 87,107.1 | +0.05% | 1.950 | 0% | 10.990 | +16.29% | +4.16% | 777.5 | ||
IVV | iShares Core S&P 500 ETF | 140,577 | 82,754.6 | +1.10% | 1.850 | +0.02% | 0.010 | +19.34% | +7.18% | 634,780.4 | ||
GSUS |
Goldman Sachs MarketBeta U.S. Equity ETF
Goldman Sachs MarketBeta U.S. Equity ETF
| 1,011,035 | 81,721.9 | 0% | 1.830 | 0% | 3.180 | +19.97% | +7.52% | 2,654.9 | ||
MSFT | Microsoft Corp | 151,078 | 63,679.4 | +0.44% | 1.420 | +0.01% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
BCHP | Principal Focused Blue Chip ETF | 1,861,102 | 63,296.1 | +0.07% | 1.420 | 0% | 48.220 | +20.33% | +9.36% | 139.9 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 697,501 | 61,310.3 | 0% | 1.370 | 0% | 0.180 | +26.95% | +10.60% | 38,674.1 | ||
AMZN | Amazon.com Inc | 269,503 | 59,126.2 | +0.70% | 1.320 | +0.01% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
AAPL | Apple Inc | 221,261 | 55,408.2 | +0.68% | 1.240 | +0.01% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware |
PRINCIPAL SECURITIES, INC.'s Historical Top Holdings Breakdowns
PRINCIPAL SECURITIES, INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.27% | 142.64 ($148.84) 156.42 | $145.44 | -2.28% | Add 333.01% | 103,004 | 79,216 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.02% | 554.06 ($590.51) 615.85 | $630.93 | 6.84% | Add 1.1% | 140,577 | 1,523 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.02% | 95.85 ($97.76) 99.25 | $97.93 | 0.17% | Add 0.9% | 1,052,405 | 9,421 | |
VRSK | Verisk Analytics Inc | 2025-03-31 | Add Add | +0.02% | 268.63 ($288.19) 301.33 | $302.60 | 5.00% | Add 71.1% | 9,128 | 3,793 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.01% | 190.26 ($217) 242.06 | $223.88 | 3.17% | Add 0.7% | 269,503 | 1,876 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.01% | 209.68 ($231.67) 247.1 | $210.02 | -9.35% | Add 0.68% | 221,261 | 1,500 | |
GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
| 2025-03-31 | New Buy New Buy | +0.01% | 34.88 ($36.16) 36.95 | $37.81 | 4.56% | New holding | 6,350 | 6,350 | |
IWL | iShares Russell Top 200 ETF | 2025-03-31 | Add Add | +0.01% | 135.83 ($145.12) 151.73 | $155.62 | 7.24% | Add 44.16% | 8,922 | 2,733 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.01% | 375.39 ($407.71) 447.2 | $511.70 | 25.51% | Add 0.44% | 151,078 | 661 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.01% | 106.98 ($126.74) 149.43 | $173.00 | 36.50% | Add 0.99% | 323,340 | 3,165 |
PRINCIPAL SECURITIES, INC. Total Holding History ($B)
PRINCIPAL SECURITIES, INC.'s Asset Allocation
PRINCIPAL SECURITIES, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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PRINCIPAL SECURITIES, INC.'s Hypothetical Growth since 2025-03-31
PRINCIPAL SECURITIES, INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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PRINCIPAL SECURITIES, INC.'s Holdings Heat Map
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PRINCIPAL SECURITIES, INC.'s Holdings Bubble Chart
PRINCIPAL SECURITIES, INC. News
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